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Pin Oak Investment Advisors’s Amplify Online Retail ETF IBUY Stock Holding History

Pin Oak Investment Advisors’s Portfolio IBUY Stock Details IBUY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-180
Closed -$8K – 403
2022
Q2 		$8K Hold
180
– – 0.01% 321
2022
Q1 		$12K Hold
180
– – 0.01% 310
2021
Q4 		$16K Hold
180
– – 0.02% 279
2021
Q3 		$20K Hold
180
– – 0.02% 253
2021
Q2 		$23K Hold
180
– – 0.02% 235
2021
Q1 		$22K Hold
180
– – 0.02% 243
2020
Q4 		$21K Buy
+180
New +$18.3K 0.02% 263

Other funds holding IBUY

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LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SA
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CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KIA
Kraematon Investment Advisors Braintree, Massachusetts $123M AUM 24.75% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Pin Oak Investment Advisors's IBUY Position: Q3 2022 in Review

Pin Oak Investment Advisors sold out of Amplify Online Retail ETF (IBUY) in Q3 2022, closing a stake of 180 shares — an estimated $8K sold.

Pin Oak Investment Advisors first reported a position in IBUY in Q4 2020 and held it in 7 quarters. The position peaked at $23K in Q2 2021. 79 funds tracked by Wall St. Rank hold IBUY as of Q3 2022.

  • Pin Oak Investment Advisors reported no remaining Amplify Online Retail ETF position as of Q3 2022 after selling out during the quarter.
  • Pin Oak Investment Advisors sold 180 Amplify Online Retail ETF shares in Q3 2022, an estimated $8K.
  • Pin Oak Investment Advisors first reported a position in Amplify Online Retail ETF in Q4 2020 and held it in 7 quarters.
  • Pin Oak Investment Advisors's Amplify Online Retail ETF position peaked at $23K in Q2 2021.
  • 79 funds tracked by Wall St. Rank held Amplify Online Retail ETF as of Q3 2022.

Based on Pin Oak Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.